Can it chase missing documents on its own?

Yes, with your approval. It drafts a reminder listing exactly what's outstanding from your checklist, schedules the follow-up, and keeps nudging on your cadence until the client sends, so engagements start on time without the manual chasing.

Where do the answers come from?

Your own materials. InboxPilot drafts from the engagement letters, process guides, checklists, and past replies you upload, so answers match how your firm actually works instead of generic accounting advice.

Does it give tax or accounting advice?

No. It handles the routine client communication around your work, document requests, reminders, status, and onboarding, and flags anything that calls for professional judgment for a person. It never files anything or gives tax advice on its own.

Is our client data secure?

Yes. InboxPilot is SOC 2 Type II certified, encrypts data in transit and at rest, and never uses your client content to train public models, with HIPAA eligibility available on Enterprise for firms that need it.

Does it work with Gmail and Outlook?

Both, in one click. It runs inside the inbox your firm already uses, so clients keep emailing you exactly as they do today.

For accounting & bookkeeping firms

AI email built for accounting & bookkeeping firms

Turn document chasing, status checks, and deadline questions into ready-to-send replies, grounded in your own process and past answers, right inside Gmail and Outlook.

Connect Gmail Outlook

Connect Outlook

Free 7-day trial · Works inside Gmail & Outlook

InboxDrafted

Sarah ChenQuestion about my account

Hi, I had a quick question and was hoping you could help me out…

✦AI Draft by InboxPilot0.8s

Hi Sarah,

Grounded in your docs · written for accounting and bookkeeping firms

Overview

Repetitive email, handled for accounting & bookkeeping firms

Accounting and bookkeeping firms lose their best hours to email: chasing the client who still hasn't sent March statements, answering 'is my return filed?', reminding everyone about a deadline, walking a new client through onboarding. The answers and the process already live in your engagement letters, checklists, and past replies. InboxPilot reads each email, pulls the right context, and drafts an accurate reply in your firm's voice, so clients get a same-hour answer and your team spends the season on the actual work.

70%of document, status, and reminder emails drafted for you

Same hourreplies to routine client questions

Peak-readycoverage through quarter-end and busy season

Challenges

The inbox pressure accounting and bookkeeping firms feel

Your team handles the same high-volume questions every day. InboxPilot takes that layer off their plate so they focus on the work that needs a person.

Document chasing eats the season

Half of busy season is the 'still waiting on your statements' email, sent again and again to clients who went quiet.

The same status and deadline questions

Is my return filed, when is the deadline, did you get my file: the same questions repeat across the whole client list.

Email spikes when you can least afford it

At quarter-end and year-end the inbox triples exactly when your team has no spare minutes to answer it.

How it helps

How InboxPilot helps accounting and bookkeeping firms

Automatic document chasing

Drafts and schedules the follow-ups for missing statements, receipts, and signatures so work starts on time without the manual nudging.

Instant status answers

Replies to 'is my return filed?' and 'did you get my file?' from your workflow, so clients stop filling the inbox with check-ins.

Deadline reminders that go out

Sends the right deadline and filing reminders on schedule, in your firm's voice, without a partner remembering to.

Grounded in your process

Onboarding, scope, and process answers come from your engagement letters and checklists, so every client hears the same correct thing.

Ready for busy season

Absorbs the quarter-end and year-end spike by drafting the routine email around the clock, so the queue never buries the team.

You approve before it sends

Every draft waits for review, and anything that calls for professional judgment is flagged for a person instead of answered automatically.

Use cases

What accounting and bookkeeping firms automate with InboxPilot

Document & records requests

Chase the missing statements, receipts, and signatures with drafted, scheduled follow-ups so engagements start on time.

Deadline & filing reminders

Send the right deadline and filing reminders on schedule so clients and the team never miss a date.

Status & progress questions

Answer 'is it filed?' and 'where are we?' from your workflow so status checks stop clogging the inbox.

Onboarding & engagement questions

Reply to scope, pricing, and process questions from your engagement letters so new clients get moving fast.

Email workflows

Turn a sentence into automated actions

Describe what should happen in plain English and InboxPilot builds the workflow: a trigger, an AI decision, and the actions that run on their own. No flowcharts, no rules engine.

Describe your workflowPlain English

“When a client hasn't sent their documents, draft a friendly reminder listing exactly what's missing from our checklist, and follow up again in three days if they don't reply.”

Build workflow

InboxPilot builds

TriggerNew email · missing documents

AI DecisionChecks the client checklist

Actions

Draft a friendly reminder
List the missing items
Follow up in 3 days

“Chasing documents and answering 'is it filed?' used to own our mornings through busy season. Now the reminders send themselves, status questions have a draft waiting, and my staff finally spends the day on the returns instead of the inbox.”

Nathan Cole

Partner, accounting & bookkeeping firm

Accounting & bookkeeping: frequently asked questions

The routine layer: document and records requests, deadline and filing reminders, status and progress questions, and onboarding and scope questions. It drafts each reply from your engagement letters, checklists, and past emails, so clients get a fast, consistent answer.

Start with the emails you're tired of.

Connect Gmail or Outlook, point InboxPilot at a few documents, and see your first drafts today.

Start free

Book a 15-minute demo

No credit card. Nothing sends without your approval.

¡nboxpilot